EVERTEC, Inc.
EVTC- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001559865
In the last 90 days, EVERTEC, Inc. insiders filed 0 open-market purchases and 6 sales; 254 institutions reported holding it in 13F filings for Q2 2026, worth $1.69B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in EVERTEC, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 262
- −1 vs. Q4 2025
- Shares held
- 63.8M
- +9.48M (+17.4%) vs. Q4 2025
- Total value
- $1.75B
- +$171.6M (+10.9%) vs. Q4 2025
- New holders
- 38
- 110 more added
- Sold out
- 39
- 80 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 254 | $1.69B |
| Q1 2026 | 262 | $1.75B |
| Q4 2025 | 268 | $1.79B |
| Q3 2025 | 270 | $2.14B |
| Q2 2025 | 266 | $2.31B |
| Q1 2025 | 253 | $2.34B |
| Q4 2024 | 247 | $2.25B |
| Q3 2024 | 248 | $2.19B |
| Q2 2024 | 244 | $2.15B |
| Q1 2024 | 259 | $2.63B |
| Q4 2023 | 264 | $2.66B |
| Q3 2023 | 254 | $2.38B |
| Q2 2023 | 236 | $2.32B |
| Q1 2023 | 249 | $2.13B |
| Q4 2022 | 250 | $2.05B |
| Q3 2022 | 250 | $2.02B |
| Q2 2022 | 239 | $2.18B |
| Q1 2022 | 245 | $2.43B |
| Q4 2021 | 254 | $2.99B |
| Q3 2021 | 233 | $2.69B |
| Q2 2021 | 226 | $2.54B |
| Q1 2021 | 217 | $2.16B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1,475 | $42.0K | 0.00% | +403+37.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,432 | $40.4K | 0.00% | +695+94.3% | Added |
| Richardson Financial Services Inc. | 1,428 | $40.3K | 0.03% | +103+7.8% | Added |
| Versant Capital Management, Inc | 1,325 | $37.4K | 0.00% | +1,124+559.2% | Added |
| Public Employees Retirement System of Ohio | 1,115 | $31.5K | 0.00% | +127+12.9% | Added |
| Nisa Investment Advisors, LLC | 904 | $25.5K | 0.00% | +291+47.5% | Added |
| Salomon & Ludwin, LLC | 854 | $24.0K | 0.00% | +374+77.9% | Added |
| Farther Finance Advisors, LLC | 685 | $19.1K | 0.00% | +368+116.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657 | $18.5K | 0.00% | −92,796−99.3% | Reduced |
| First Horizon Corp | 642 | $18.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 538 | $15.2K | 0.00% | −68−11.2% | Reduced |
| Smartleaf Asset Management LLC | 526 | $14.7K | 0.00% | −214−28.9% | Reduced |
| Allworth Financial LP | 514 | $14.5K | 0.00% | +313+155.7% | Added |
| Essential Partners LLC | 438 | $12.4K | 0.00% | +369+534.8% | Added |
| Harbour Investments, Inc. | 434 | $12.3K | 0.00% | +426+5,325.0% | Added |
| Harbor Capital Advisors, Inc. | 442 | $12.0K | 0.00% | −18,636−97.7% | Reduced |
| Sterling Capital Management LLC | 418 | $11.8K | 0.00% | −10−2.3% | Reduced |
| Assetmark, Inc | 387 | $10.9K | 0.00% | +318+460.9% | Added |
| GWM Advisors LLC | 356 | $10.0K | 0.00% | +1+0.3% | Added |
| Kemnay Advisory Services Inc. | 353 | $9.96K | 0.00% | +353 | New |
| UBS Asset Management Americas Inc | 352 | $9.93K | 0.00% | +343+3,811.1% | Added |
| SRS Capital Advisors, Inc. | 389 | $9.31K | 0.00% | +255+190.3% | Added |
| Rockefeller Capital Management L.P. | 274 | $7.74K | 0.00% | −275−50.1% | Reduced |
| Umb Bank N A | 269 | $7.59K | 0.00% | −149−35.6% | Reduced |
| Kilter Group LLC | 252 | $7.11K | 0.00% | +252 | New |
| US Bancorp | 227 | $6.41K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 214 | $6.04K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 191 | $5.39K | 0.00% | +118+161.6% | Added |
| Rothschild Investment LLC | 187 | $5.28K | 0.00% | +181+3,016.7% | Added |
| Solstein Capital, LLC | 158 | $4.46K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 156 | $4.40K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 138 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 96 | $2.71K | 0.35% | +96 | New |
| True Wealth Design, LLC | 95 | $2.68K | 0.00% | +91+2,275.0% | Added |
| Massmutual Trust Co FSB | 90 | $2.54K | 0.00% | +57+172.7% | Added |
| MAI Capital Management | 80 | $2.26K | 0.00% | +74+1,233.3% | Added |
| Root Financial Partners, LLC | 66 | $1.86K | 0.00% | +66 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $1.41K | 0.00% | +50 | New |
| Keating Financial Advisory Services, Inc. | 50 | $1.41K | 0.00% | +50 | New |
| Rossby Financial, LCC | 44 | $1.22K | 0.00% | +32+266.7% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $1.04K | 0.00% | +37 | New |
| Wealth Preservation Advisors, LLC | 36 | $1.02K | 0.00% | +36 | New |
| Signaturefd, LLC | 35 | $988 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $988 | 0.00% | +35 | New |
| Caitong International Asset Management Co., Ltd | 30 | $847 | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 29 | $819 | 0.00% | +14+93.3% | Added |
| Triumph Capital Management | 24 | $677 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 23 | $649 | 0.00% | +17+283.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 22 | $621 | 0.00% | +22 | New |
| Bruce G. Allen Investments, LLC | 16 | $452 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 15 | $423 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 15 | $423 | 0.00% | +15 | New |
| Arlington Trust Co LLC | 13 | $367 | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 11 | $310 | 0.00% | −5−31.3% | Reduced |
| Westfuller Advisors, LLC | 6 | $177 | 0.00% | −21−77.8% | Reduced |
| Abound Wealth Management | 5 | $142 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $44 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | −30−66.7% | Reduced |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −980,239−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −174,044−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −98,420−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −64,700−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −24,577−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −24,202−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,088−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,972−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −15,968−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,258−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| JLB & Associates Inc | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −9,083−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,317−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,140−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |